Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Liliana? Claim Your ProfileLiliana Verduzco is an Investment Advisor Representative at Mason & Associates, Inc. Liliana has been in the industry since 2003. Liliana's firm has a total of 1822 accounts with a total of $631,260,155 in regulatory assets under management. The firm has 43 clients in the Pension and Profit Sharing Plans category and 14 clients in the Corporations or Other Businesses category. The firm's clients include high-net-worth individuals, charitable organizations, and corporations or other businesses. Liliana offers advisory services in financial planning, selection of other advisers, and portfolio management for individuals. Liliana has passed the Uniform Investment Adviser Law Examination.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
06/27/2016 - Present
Mason & Associates, Inc. (LOS ANGELES CA)
IA
Issued 06/24/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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